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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,833 | $123,412+49.8% | $69,460+166.1% | $145,978+26.6% |
| Participation rate | 57.9% | 69.2%-11.3pp | 66.4%-8.5pp | 80.3%-22.4pp |
| Annual return | 10.29% | 191.25%-181.0pp | 100.80%-90.5pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,006 | $2,684-62.5% | $1,714-41.3% | $4,662-78.4% |
| Participant deferral / active EE | $4,261 | $4,240+0.5% | $2,890+47.5% | $6,690-36.3% |
| Admin fee / account holder | $20,938 | $7,816+167.9% | $4,695+345.9% | $13,400+56.2% |